Jaffetilchin Investment Partners’s JPMorgan Chase JPM Stock Holding History

Jaffetilchin Investment Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.6M	Buy	46,924 +2,866	+7%	+$831K	0.89%	25
2025 Q1	$10.8M	Buy	44,058 +1,132	+3%	+$278K	0.78%	28
2024 Q4	$10.3M	Buy	42,926 +26	+0.1%	+$6.23K	0.75%	28
2024 Q3	$9.05M	Buy	42,900 +1,616	+4%	+$341K	0.68%	30
2024 Q2	$8.35M	Buy	41,284 +844	+2%	+$171K	0.71%	30
2024 Q1	$8.1M	Buy	40,440 +1,597	+4%	+$320K	0.73%	31
2023 Q4	$6.61M	Buy	38,843 +541	+1%	+$92K	0.64%	34
2023 Q3	$5.55M	Buy	38,302 +1,846	+5%	+$268K	0.61%	39
2023 Q2	$5.3M	Buy	36,456 +1,593	+5%	+$232K	0.56%	40
2023 Q1	$4.54M	Buy	34,863 +1,623	+5%	+$211K	0.52%	45
2022 Q4	$4.46M	Sell	33,240 -1,254	-4%	-$168K	0.54%	44
2022 Q3	$3.61M	Buy	34,494 +1,872	+6%	+$196K	0.46%	42
2022 Q2	$3.67M	Buy	32,622 +4,892	+18%	+$551K	0.43%	46
2022 Q1	$3.27M	Buy	27,730 +1,366	+5%	+$161K	0.39%	48
2021 Q4	$4.18M	Buy	26,364 +1,056	+4%	+$167K	0.39%	51
2021 Q3	$4.14M	Sell	25,308 -21,495	-46%	-$3.52M	0.44%	41
2021 Q2	$6.74M	Buy	46,803 +22,801	+95%	+$3.28M	0.47%	39
2021 Q1	$3.65M	Buy	24,002 +4,969	+26%	+$756K	0.43%	49
2020 Q4	$2.42M	Buy	19,033 +7,203	+61%	+$915K	0.34%	46
2020 Q3	$1.14M	Sell	11,830 -2,202	-16%	-$212K	0.21%	66
2020 Q2	$1.32M	Buy	14,032 +4,690	+50%	+$441K	0.29%	55
2020 Q1	$841K	Sell	9,342 -7,864	-46%	-$708K	0.3%	48
2019 Q4	$2.4M	Buy	17,206 +2,279	+15%	+$318K	0.52%	38
2019 Q3	$1.76M	Buy	14,927 +52	+0.3%	+$6.12K	0.42%	46
2019 Q2	$1.66M	Sell	14,875 -1,668	-10%	-$186K	0.39%	44
2019 Q1	$1.68M	Buy	16,543 +6,978	+73%	+$707K	0.37%	39
2018 Q4	$934K	Sell	9,565 -4,924	-34%	-$481K	0.23%	56
2018 Q3	$1.64M	Buy	14,489 +543	+4%	+$61.3K	0.35%	46
2018 Q2	$1.45M	Sell	13,946 -131	-0.9%	-$13.6K	0.32%	52
2018 Q1	$1.55M	Buy	14,077 +9,928	+239%	+$1.09M	0.35%	44
2017 Q4	$444K	Sell	4,149 -9,381	-69%	-$1M	0.15%	129
2017 Q3	$1.29M	Buy	13,530 +9,160	+210%	+$875K	0.3%	57
2017 Q2	$399K	Sell	4,370 -8,905	-67%	-$813K	0.14%	131
2017 Q1	$1.17M	Buy	13,275 +758	+6%	+$66.6K	0.3%	55
2016 Q4	$1.08M	Buy	12,517 +2,587	+26%	+$223K	0.32%	51
2016 Q3	$661K	Sell	9,930 -78	-0.8%	-$5.19K	0.21%	72
2016 Q2	$622K	Sell	10,008 -725	-7%	-$45.1K	0.19%	86
2016 Q1	$636K	Buy	10,733 +88	+0.8%	+$5.22K	0.2%	58
2015 Q4	$703K	Buy	10,645 +2,202	+26%	+$145K	0.23%	65
2015 Q3	$515K	Sell	8,443 -3	-0%	-$183	0.19%	87
2015 Q2	$572K	Buy	8,446 +967	+13%	+$65.5K	0.17%	100
2015 Q1	$453K	Buy	+7,479	New	+$453K	0.14%	116
2013 Q3	–	Sell	-9,696	Closed	-$512K	–	183
2013 Q2	$512K	Buy	+9,696	New	+$512K	0.35%	73